SMSF twin pack (68126447) - Learning manual

Overview

This SMSF twin pack course provides a comprehensive overview of the fundamental principles of self-managed superannuation funds. It will also demonstrate clearly how to confidently develop appropriate SMSF strategies for clients.

Key topics:

Introduction to superannuation

Why choose an SMSF?

Establishing an SMSF

Trustee duties and outsourcing

Contributions

Investment basics

Investment universe for SMSFs

Tax and administration

Benefits

Insurance, death, disability and estate planning

Winding up an SMSF

Future SMSF developments

Introduction to SMSF strategies

Maximise tax effective contributions

Invest in direct property

Minimise fund tax

Determine the most appropriate structure for holding life insurance

Avoid the tax on death benefits paid to non-tax dependants

This course consists of two hard copy learning manuals and two online assessments

Want to know more? Click below to view a sample of the learning manuals:

Objectives

Identify the major features of SMSFs, and the roles played by trustees, members and their advisers and service providers

Research more detailed information on SMSFs

Apply your knowledge of SMSFs in order to develop appropriate strategies for clients who have an SMSF

Develop recommendations that are in the client’s best interest

Compare different strategies that could be used to meet a client’s objectives

Expand your knowledge of SMSFs and reference sources for further research

Audience

This course has been developed for professional accountants who are authorised under the Australian Financial Services (AFS) licensing regime to provide self-managed superannuation fund (SMSF) advice. This course examines strategies that can be considered or used within an SMSF. Some of the strategies may also be applicable wholly or in part with APRA regulated funds particularly small APRA funds.

The course may also be relevant to other advice providers, such as auditors of SMSFs or Registered Tax Agents, to understand the different wealth creation strategies that may be used within an SMSF.

Bundle Components

Choose an offering for each one of the bundle components then click on 'Add To Cart' button below: